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BT Financial Group

BT Financial Group
PO Box H4, Australia Sq
2001
Tel: 02 9259 2400
Fax: 02 9259 9800

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A new member joins BT Australian Equities team


BT Financial Group  has announced that Jim Taylor will join its Australian Equities team as a Portfolio Manager.

According to BT Financial Group, said that this was a significant appointment that reinforces the strength of BT’s Australian equities capability and commitment to delivering investment products.

Jim is an experienced investor, with a proven performance track record. He will help drive continued strong returns across BT’s Australian equities funds.

Jim will play a key role in the management of BT’s existing Australian equities funds as well as developing new products to meet the changing investment landscape and different needs of investors.

Jim Taylor joins BT from Colonial First State.

1-Jun-2007
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BT Financial Group News


BT bags CSIAs Australian Service Excellence Award (24-Aug-2007)
BT Financial Group’s focus on making investing easy has been recognised by the Customer Service Institute of Australia (CSIA) which has awarded BT Customer Solutions the winner of the 2007 Australian Service Excellence Awards in the medium business category.

BT appoints Watson Wyatt as investment consultant (12-Jul-2007)
BT Financial Group has appointed internationally recognised investment consultant, Watson Wyatt, to provide independent consulting services and manager research to the group’s Investment Solutions team.

BT launches online TFN recording service (23-May-2007)
In a move designed to make managing super easier, BT Financial Group has launched an online tool to capture and update customer’s Tax File Number (TFN) information in the lead up to the 1 July super reforms.

BT margin lending exceeds $4.2bn (22-May-2007)
BT Financial Group margin lending has now exceeded $4.2bn in loans under administration.According to BT, growth in margin lending continues at a strong rate and this is being driven by financial advisers working with clients to increase their exposure to the equities markets while also tapping the potential tax effectiveness of gearing strategies.

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